Filed September 7, 2018
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,153 | $54,705+72.1% | $71,209+32.2% | $84,808+11.0% |
| Participation rate | 95.7% | 64.1%+31.6pp | 73.8%+21.9pp | 68.3%+27.4pp |
| Annual return | 24.93% | 35.90%-11.0pp | 282.51%-257.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $3,421 | $2,158+58.6% | $2,721+25.7% | $2,631+30.0% |
| Participant deferral / active EE | $8,059 | $3,030+165.9% | $4,175+93.0% | $4,212+91.4% |
| Admin fee / account holder | $4,674 | $4,863-3.9% | $5,349-12.6% | $7,344-36.4% |